Senior Estate Planning Architect for Wealth Transfer

Osaic; New Mexico; On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

401k

Job summary

Osaic is seeking a highly experienced Senior Estate Planning Strategist to join its High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments for high-net-worth clients.

The ideal candidate will have extensive experience practicing law in trusts and estates and can analyze complex documents, identify opportunities and gaps, and communicate sophisticated concepts to

Qualifications

• 10+ years of experience practicing law with a primary focus on trusts and estates.
• Extensive experience drafting, reviewing, and interpreting estate planning documents.
• Deep understanding of federal estate, gift, and generation-skipping transfer tax concepts.
• Strong knowledge of trust structures, wealth transfer planning, charitable planning techniques, and business succession planning.
• Experience reviewing corporate tax returns and interpreting governance documents.

Responsibilities

• Serve as a trusted estate planning resource for financial advisors supporting high-net-worth clients.
• Review, analyze, and summarize complex estate planning documents, including trusts and powers of attorney.
• Identify planning opportunities, risks, and gaps within client estate plans.
• Collaborate with internal planning specialists and partners to support complex client situations.
• Develop concise estate plan summaries and planning observations for advisors and clients.
• Educate financial advisors on estate planning concepts and trends through trainings and resources.
• Monitor legislative, regulatory, and tax law developments affecting estate planning.
• Represent Osaic as a subject matter expert through presentations and trainings.

Skills

Estate planning

Trusts & estates

Communication to non-attorneys

Legal research & analysis

Education

Bachelor's Degree

Juris Doctor (J.D.)

Tools

Microsoft Office

Job description

Osaic is seeking a highly experienced Senior Estate Planning Strategist to join its High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments for high-net-worth clients.

The ideal candidate will have extensive experience practicing law in trusts and estates and can analyze complex documents, identify opportunities and gaps, and communicate sophisticated concepts to